QuickBooks

Consolidate and report across your QuickBooks companies

Planir connects to your QuickBooks companies and consolidates the whole group in real time, with board and investor reporting and budgets you review and approve. Every figure traces back to QuickBooks.

Book a Demo Connect Your QuickBooks
Connected Platforms
QuickBooks
3 companies • Synced
Holdings Pte Ltd
Parent entity
Synced
Operations Sdn Bhd
Subsidiary
Synced
QuickBooks Online
Xero NetSuite
Excel
Dynamics 365 MYOB
Trusted by Finance Controllers and CFOs at funded, governed, and multi-entity businesses

Connect QuickBooks in minutes

Connect one QuickBooks company or your whole group, kept current with delta sync.

✦Direct connection to one or many QuickBooks Online companies, kept current with delta sync
✦No monthly export, clean-up, or re-upload routine to maintain
✦Your QuickBooks classes and locations carry through as reporting dimensions
✦Every figure in every report computed from source data in QuickBooks, and traceable back to it
Connected Platforms
QuickBooks
3 companies • Synced
Holdings Pte Ltd
Parent entity
Synced
Operations Sdn Bhd
Subsidiary
Synced
Ventures Pty Ltd
Subsidiary
Synced

Plan, report and consolidate from QuickBooks

The three jobs your finance team runs every cycle, in one place.

Plan

Budgets you review, not rebuild. Driver-based 3-way budgets built from your QuickBooks history, with every material assumption documented for you to review and approve.

Report

The financial sections, ready to send. The financial core of your board pack and investor update, generated from live QuickBooks data, so the only thing left to add is the narrative.

Consolidate

One view across every company. Real-time group reporting across all your QuickBooks companies, with intercompany eliminations and multi-currency handled for you.

What you can do with your QuickBooks data

Consolidate the group, generate your board and investor reporting, and build the budget, all from the same connected QuickBooks data.

Consolidate every QuickBooks company together

QuickBooks Online keeps every company separate, so Planir consolidates the group for you in real time.

  • ✦Real-time consolidation across all your QuickBooks companies, with no manual roll-up
  • ✦Intercompany eliminations for loans, management fees, and intercompany trading
  • ✦Multi-currency conversion using the closing rate for the balance sheet and the average rate for the P&L
  • ✦Entity, sub-group, and group views that all reconcile to the same source data
  • ✦The consolidated group sliced by class, location, or any dimension you track in QuickBooks

If some entities sit outside QuickBooks, on Xero, NetSuite, Dynamics 365, or any system with an API or SFTP feed, Planir consolidates them into the same group view. Your group is not held back because one subsidiary runs on a different system.

Read more: Multi-entity consolidation
Consolidate
Group Revenue
3 QuickBooks companies • Real-time
Holdings Pte Ltd1,240,000
Operations Sdn Bhd680,000
Ventures Pty Ltd910,000
Intercompany eliminations(120,000)
Consolidated group2,710,000

Board and investor reporting from QuickBooks

The financial section of your board pack and investor update, generated straight from QuickBooks.

  • ✦P&L, balance sheet, and cash position generated from live QuickBooks data
  • ✦Variance analysis with commentary explaining what changed and why, sliced by class, location, and period
  • ✦KPI dashboards combining financial and operational metrics
  • ✦Brandable output, ready to circulate, with the same structure next cycle

Planir produces the financial foundation. You add the strategic and operational context that lives outside the accounting system, then send.

Read more: Board reporting Read more: Investor reporting
Report
Board & investor pack
Generated from QuickBooks • Synced live
Financial statements
Group revenue
$2.71M
Net income
$312K
Status
Ready to send

Budgets built from your QuickBooks data

A driver-based 3-way budget built from your QuickBooks history, linked across all three statements.

  • ✦Modelled from operational drivers, units and price, headcount and loaded cost, not a percentage on last year
  • ✦Every material assumption documented at the cell level, so you see the reasoning, not just the number
  • ✦Scenarios modelled across all three statements, so a base case can be compared against alternatives
  • ✦Budget-versus-actual tracking once the cycle is underway, by class and location

You stay in control. Planir proposes the budget, you review the logic, override where your business context dictates, and approve.

Read more: Budgeting and planning
Plan
Driver-based budget
3-way model • FY2026
LineBudget
Revenue5,840,000
Gross profit3,620,000
Net cash flow418,000
AssumptionRevenue = units × price

From connect to first report

01
Connect your QuickBooks companies

One click for a single company, repeated for each company in a group. Each stays in sync from then on.

02
Review your chart of accounts mapping

Planir proposes a mapping to a clean group structure, and you adjust and confirm it in one pass.

03
Confirm companies and dimensions

Set the dimensions you want to report and slice by, including your QuickBooks classes and locations.

04
Generate your first report

Minutes for a single QuickBooks company, and a single review session for a multi-entity group, rather than a multi-week implementation.

Governed, audit-ready, and secure

Every figure traces to source and every change is logged.

Full audit trail on every data sync, edit, and report generation, with timestamp and user

Role-based access by company and account, so each person sees only what they should

SOC 2 Type II certified

Data lineage from the final report back to source data in QuickBooks

Explore other use cases

Planir is built for the planning and reporting cycles that funded, governed, and multi-entity businesses actually run.

Multi-entity groups

Multi-entity consolidation

Consolidated financials across every entity, every accounting system, and every currency, with intercompany eliminations applied for you.

See multi-entity consolidation
Investor obligations

Investor reporting

The financial section of every monthly and quarterly investor update, generated from your live QuickBooks data.

See investor reporting
Board governance

Board reporting

The financial foundation of every board pack, with variance analysis by dimension and forward projections your board can interrogate.

See board reporting
Planning & forecasting

Budgeting and planning

Driver-based 3-way budgets and forecasts built from your live data, with every assumption documented and reviewable.

See budgeting and planning
Fundraising & M&A

Pre-transaction preparation

Investor-grade 3-way projections with documented assumptions, ready for fundraising, M&A, and due diligence.

See pre-transaction preparation

Common questions about QuickBooks

Can Planir consolidate multiple QuickBooks companies?
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Yes. QuickBooks Online has no native way to consolidate a group, so Planir does it for you, in real time across all your QuickBooks companies, with intercompany eliminations and multi-currency conversion, into a single group view.
Does Planir work with QuickBooks Online or Desktop?
+
Planir connects natively to QuickBooks Online. Data from QuickBooks Desktop can be brought in through the universal upload or an API or SFTP feed.
What if some of my entities are not on QuickBooks?
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Planir consolidates your QuickBooks companies alongside entities on Xero, NetSuite, Dynamics 365, or any system with an API or SFTP feed, in the same group view.
Does Planir change my QuickBooks data?
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No. Planir reads from QuickBooks and computes every figure from that source data. Your QuickBooks records are never altered.
Does Planir handle multi-currency?
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Yes. Planir converts at the closing rate for the balance sheet and the average rate for the P&L, and reports the consolidated group across currencies.
Do I still control the budgets and commentary?
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Yes. Planir proposes budgets and commentary with the reasoning documented. You review, adjust and approve before anything is final.
Is my QuickBooks data secure?
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Planir is SOC 2 Type II certified, with role-based access by company and account and a full audit trail on every change. Read-only access is the default for anyone outside the finance team.

See it with your QuickBooks data

Bring your live QuickBooks data and leave with a consolidated group view, a draft budget, and the financial section of your next board pack.

Book a Demo Connect Your QuickBooks